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Prevail Innovative Wealth Advisors’s Prologis PLD Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-61,092
Closed -$7M – 224
2025
Q3 		$7M Buy
61,092
+3,960
+7% +$435K 1.36% 11
2025
Q2 		$6.01M Buy
+57,132
New +$5.99M 1.35% 16
2024
Q1 		– Sell
-23,056
Closed -$3.07M – 184
2023
Q4 		$3.07M Buy
23,056
+3,083
+15% +$350K 1.47% 15
2023
Q3 		$2.24M Buy
19,973
+7,493
+60% +$917K 1.16% 35
2023
Q2 		$1.53M Buy
+12,480
New +$1.54M 0.84% 41

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PLD Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Prologis (PLD) in Q4 2025, closing a stake of 61,092 shares — an estimated $7M sold.

Prevail Innovative Wealth Advisors first reported a position in PLD in Q2 2023 and held it in 5 quarters. The position peaked at $7M in Q3 2025. 1,637 funds tracked by Wall St. Rank hold PLD as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Prologis position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 61,092 Prologis shares in Q4 2025, an estimated $7M.
  • Prevail Innovative Wealth Advisors first reported a position in Prologis in Q2 2023 and held it in 5 quarters.
  • Prevail Innovative Wealth Advisors's Prologis position peaked at $7M in Q3 2025.
  • 1,637 funds tracked by Wall St. Rank held Prologis as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.